AU · rank #3 · 2026-07-27
NANO
PARIS · EUR · $2.03B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.383 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.12 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $52.20 | +49.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +17.73% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 5.00 |
| Gross margin TTM | +100.0% |
| 52w high | $47.66 |
| Market cap (USD) | $2.03B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Nanobiotix S.A. (NANO@PARIS) is a late-clinical-stage biotechnology company developing NBTXR3 (JNJ-1900), a proprietary nanoparticle-based radioenhancer for solid tumors partnered with Johnson & Johnson [1].
Rationale
The ~49% analyst upside and 100% revision agreement are validated by recent FDA clearance to accelerate the pivotal NANORAY-312 trial readout and an €86.1 million capital raise that extends the cash runway into 2029 [1].
Material risks
- 1Severe binary clinical trial risk on the single lead asset NBTXR3, as negative outcomes in the NANORAY-312 or Phase 2 CONVERGE trials would fundamentally destroy the company's valuation [1].
- 2Critical counterparty risk due to heavy strategic and financial dependence on Johnson & Johnson to sponsor and fund the pivotal clinical trials for JNJ-1900 [1].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.